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REAGAN FINANCIAL PLANNING LLC
CRD 284103
170 BOSTWICK ROAD, OXFORD, GA, 30054, United States
Phone
770-784-1893
Fax
770-784-1893
Registration
— (—)
Source
State registered
Total AUM
$8.4M
Discretionary AUM
$8.4M
Team
1 total employees; 1 advisory reps; 32 broker-dealer reps
Clients
26-50
Fees
Hourly charges; ASSET BASED FEE FOR INVESTMENT CONSULTING
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningINVESTMENT CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 28 | $5.0M |
| High net worth individuals | 4 | $3.5M |
All web addresses on file
Official SEC filing: View on IAPD